Viawealth, LLC Portfolio Holdings

Viawealth, LLC

  • $161 Billion
  • Q2 2024

Viawealth, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $161 Billion distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $7.56B, Microsoft Corp with a value of $6.67B, Proshares S&P 500 Dividend Ari with a value of $5.53B, Graco Inc with a value of $4.37B, and Unitedhealth Group Inc with a value of $4.09B.

Examining the 13F form we can see an increase of $1.28B in the current position value, from $160B to 161B.

Viawealth, LLC is based out at Overland Park, KS

Below you can find more details about Viawealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $161 Billion
ETFs: $50.4 Billion
Technology: $29.1 Billion
Industrials: $14.7 Billion
Healthcare: $13.7 Billion
Financial Services: $13.6 Billion
Consumer Cyclical: $11 Billion
Energy: $8.33 Billion
Communication Services: $6.7 Billion
Other: $11.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$331B
$7.56 Billion 4.69% of portfolio
61,167
Q2 2024 Added 830.3%
$3.03T
$6.67 Billion 4.13% of portfolio
14,912
Q2 2024 Reduced 0.16%
$13.8B
$4.37 Billion 2.71% of portfolio
55,156
Q1 2024 Reduced 0.09%
$528B
$4.09 Billion 2.53% of portfolio
8,024
Q2 2024 Reduced 3.19%
$3.62T
$3.72 Billion 2.3% of portfolio
17,639
Q2 2024 Reduced 1.12%
$1.03T
$3.67 Billion 2.27% of portfolio
20,128
Q2 2024 Reduced 0.38%
$1.9T
$3.46 Billion 2.14% of portfolio
17,891
Q1 2024 Reduced 1.5%
$360B
$2.53 Billion 1.57% of portfolio
14,745
Q2 2024 Added 5.19%
$171B
$2.37 Billion 1.47% of portfolio
7,572
Q2 2024 Added 0.13%
$336B
$2.27 Billion 1.41% of portfolio
56,966
Q2 2024 Reduced 2.65%
$587B
$2.25 Billion 1.4% of portfolio
5,539
Q2 2024 Reduced 2.21%
$183B
$2.05 Billion 1.27% of portfolio
10,296
Q2 2024 Reduced 10.19%
$50B
$1.89 Billion 1.17% of portfolio
12,029
Q2 2024 Reduced 0.32%
$71.8B
$1.74 Billion 1.08% of portfolio
43,856
Q2 2024 Reduced 0.4%
$403B
$1.51 Billion 0.93% of portfolio
4,373
Q2 2024 Reduced 2.87%
$119B
$1.4 Billion 0.87% of portfolio
17,845
Q2 2024 Added 13.37%
$391B
$1.32 Billion 0.82% of portfolio
7,996
Q2 2024 Reduced 4.56%
$117B
$1.27 Billion 0.79% of portfolio
4,965
Q2 2024 Reduced 0.26%
$139B
$1.25 Billion 0.77% of portfolio
10,908
Q2 2024 Reduced 0.43%
$651B
$1.21 Billion 0.75% of portfolio
5,986
Q2 2024 Reduced 1.95%
$222B
$1.21 Billion 0.75% of portfolio
17,866
Q2 2024 Reduced 2.71%
$24.3B
$1.18 Billion 0.73% of portfolio
7,684
Q2 2024 Reduced 1.04%
$119B
$1.13 Billion 0.7% of portfolio
3,215
Q2 2024 Reduced 4.46%
$253B
$1.12 Billion 0.69% of portfolio
7,836
Q4 2023 New
$789B
$1.08 Billion 0.67% of portfolio
5,458
Q2 2024 Reduced 1.89%
$291B
$1.06 Billion 0.66% of portfolio
4,124
Q2 2024 Added 25.96%
$156B
$1.04 Billion 0.65% of portfolio
4,416
Q2 2024 Reduced 0.54%
$31.5B
$1.03 Billion 0.64% of portfolio
9,655
Q4 2023 Added 55.78%
$63.8B
$1.02 Billion 0.63% of portfolio
24,013
Q2 2024 Reduced 6.88%
$291B
$1.01 Billion 0.63% of portfolio
6,461
Q2 2024 Added 0.03%
$64B
$986 Million 0.61% of portfolio
8,953
Q2 2024 Reduced 0.81%
$14.8B
$883 Million 0.55% of portfolio
2,314
Q4 2022 New
$13.6B
$880 Million 0.55% of portfolio
3,248
Q2 2024 Reduced 2.87%
$122B
$887 Million 0.55% of portfolio
2,375
Q2 2024 Reduced 5.87%
$142B
$892 Million 0.55% of portfolio
4,296
Q2 2024 Reduced 3.37%
$9.89B
$864 Million 0.54% of portfolio
11,311
Q4 2023 Added 141.12%
$99.1B
$878 Million 0.54% of portfolio
11,319
Q4 2022 New
$108B
$867 Million 0.54% of portfolio
2,556
Q2 2024 Added 30.01%
$56.8B
$861 Million 0.53% of portfolio
18,255
Q2 2024 Added 0.11%
$24.3B
$854 Million 0.53% of portfolio
8,238
Q4 2022 New
$336B
$840 Million 0.52% of portfolio
1,245
Q2 2024 Reduced 18.09%
$206B
$837 Million 0.52% of portfolio
8,264
Q1 2024 Reduced 6.45%
$16.9B
$787 Million 0.49% of portfolio
3,281
Q3 2023 Reduced 34.99%
$225B
$773 Million 0.48% of portfolio
16,263
Q3 2023 Reduced 3.4%
$215B
$721 Million 0.45% of portfolio
2,831
Q2 2024 Added 5.95%
$129B
$701 Million 0.43% of portfolio
9,516
Q1 2024 Reduced 22.98%
$175B
$680 Million 0.42% of portfolio
6,850
Q2 2024 Reduced 4.87%
$22.5B
$638 Million 0.4% of portfolio
31,855
Q1 2024 Added 3.54%
$282B
$650 Million 0.4% of portfolio
10,208
Q2 2024 Added 0.05%

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $161 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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